Connector for Microsoft Dynamics Installation Guide

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1 Micrsft Dynamics Cnnectr fr Micrsft Dynamics Installatin Guide June 2014 Find updates t this dcumentatin at the fllwing lcatin:

2 Micrsft Dynamics is a line f integrated, adaptable business management slutins that enables yu and yur peple t make business decisins with greater cnfidence. Micrsft Dynamics wrks like and with familiar Micrsft sftware, autmating and streamlining financial, custmer relatinship and supply chain prcesses in a way that helps yu drive business success. U.S. and Canada Tll Free Wrldwide Infrmatin in this dcument, including URL and ther Internet Web site references, is subject t change withut ntice. Unless therwise nted, the cmpanies, rganizatins, prducts, dmain names, addresses, lgs, peple, places, and events depicted in examples herein are fictitius. N assciatin with any real cmpany, rganizatin, prduct, dmain name, address, lg, persn, place, r event is intended r shuld be inferred. Cmplying with all applicable cpyright laws is the respnsibility f the user. Withut limiting the rights under cpyright, n part f this dcument may be reprduced, stred in r intrduced int a retrieval system, r transmitted in any frm r by any means (electrnic, mechanical, phtcpying, recrding, r therwise), r fr any purpse, withut the express written permissin f Micrsft Crpratin. Micrsft may have patents, patent applicatins, trademarks, cpyrights, r ther intellectual prperty rights cvering subject matter in this dcument. Except as expressly prvided in any written license agreement frm Micrsft, the furnishing f this dcument des nt give yu any license t these patents, trademarks, cpyrights, r ther intellectual prperty Micrsft Crpratin. All rights reserved. Micrsft, Micrsft Dynamics, the Micrsft Dynamics lg, Active Directry, Internet Infrmatin Services, SQL server, Windws, Windws Cmmunicatin Fundatin, and Windws Server are trademarks f the Micrsft grup f cmpanies. All ther trademarks are prperty f their respective wners. 2

3 Table f Cntents Intrductin... 5 Cmmn terminlgy... 6 Architecture... 7 Infrmatin flw... 8 Micrsft Dynamics CRM Cnfiguratin utility... 9 Micrsft Dynamics ERP Cnfiguratin utility... 9 System requirements Upgrading Cnnectr fr Micrsft Dynamics Upgrading t Cnnectr V3 frm previus versins...11 Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM Previus integratins...12 Integrate existing Micrsft Dynamics data...13 Installatin User accunt requirements...14 Installatin accunt Service accunt ERP Integratin accunt CRM Integratin accunt Cnfiguratin accunt CRM Deplyment Administratr accunt Install Cnnectr fr Micrsft Dynamics...17 Cnfiguratin Cnfigure adapter settings fr Micrsft Dynamics CRM...18 Cnfigure settings fr Micrsft Dynamics CRM 4.0 adapter Cnfigure settings fr Micrsft Dynamics CRM 2011 adapter Tips fr cnfiguring the Micrsft Dynamics CRM adapters Cnfigure Micrsft Dynamics CRM rganizatins...20 Cnfigure rganizatins fr Micrsft Dynamics CRM Cnfigure rganizatins fr Micrsft Dynamics CRM Tips fr cnfiguring Micrsft Dynamics CRM Changes made by the Micrsft Dynamics CRM Cnfiguratin utility Set up duplicate detectin...27 Tips fr duplicate detectin Data synchrnizatin

4 Custmizatin Make custm entities available in Micrsft Dynamics CRM...29 Create a new map...29 Create a new map frm file...30 Map accunts and cntacts t wners and teams...31 Change the data mdificatin date...31 Edit field assciatins in maps...32 Filter map data...34 Save a map t file...35 Set up ntificatins...36 Setting up ntificatins Maintenance Review the lg file...37 Navigating t the lg file View the lg file in a web brwser Turning n the lgging diagnstic tl Delete integratins and maps...39 Delete all integratins Delete ne integratin Delete a map Additinal infrmatin

5 Intrductin Use Cnnectr fr Micrsft Dynamics t integrate Micrsft Dynamics CRM and Micrsft Dynamics ERP data. Fr example, yu can integrate Micrsft Dynamics ERP custmers with Micrsft Dynamics CRM cntacts and have access t up-t-date custmer and cntact infrmatin in bth systems. Cnnectr fr Micrsft Dynamics is intended t be used in an implementatin where Micrsft Dynamics CRM is used t manage business cntacts, track leads, enter sales rders, and perfrm ther sales and marketing activities, and where Micrsft Dynamics ERP is used t perfrm accunting functins, manage yur cmpany s chart f accunts, and maintain custmer, vendr, item, emplyee, and ther recrds. Within Cnnectr fr Micrsft Dynamics, separate adapters are used t identify a surce system (where data is read frm) and a destinatin system (where data is written t). The surce adapter reads data frm the surce system. The destinatin adapter writes the data t the destinatin system. Recrd types that are integrated are referred t as entities. Sme entity infrmatin can be integrated nly ne way between the tw systems. Fr example, a prduct that is entered int Micrsft Dynamics CRM cannt be integrated with Micrsft Dynamics ERP as a sales item, but a sales item that is entered int Micrsft Dynamics ERP can be integrated with Micrsft Dynamics CRM as a prduct. Fr a detailed list f hw Micrsft Dynamics ERP entities are mapped t Micrsft Dynamics CRM entities, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 5

6 Cmmn terminlgy The fllwing terms are used in this dcument. Term Adapter Entity Entity recrd Exceptin Integratin Integrated recrd Map Micrsft Dynamics Integratin (MSDI) database Runtime Surce/Destinatin entity Definitin A sftware cmpnent that enables data exchange thrugh a specific transprt. Cnnectr fr Micrsft Dynamics uses adapters t read data frm and write data t Micrsft Dynamics systems. A type f recrd in a Micrsft Dynamics system. Orders, invices, accunts, custmers, prducts, r items are all examples f an entity. A specific ccurrence f an entity. A Micrsft Dynamics ERP custmer recrd, a prduct, r a Micrsft Dynamics CRM rder are each an example f an entity recrd. An abnrmal cnditin r errr that ccurs during the integratin between a surce entity and a destinatin entity. The prcess f synchrnizing data that was entered in ne Micrsft Dynamics applicatin with anther Micrsft Dynamics applicatin. Within Cnnectr fr Micrsft Dynamics, an integratin cnsists f a set f maps that can be run t integrate sme Micrsft Dynamics CRM entities with sme Micrsft Dynamics ERP entities. A recrd that has been linked between the tw systems and then synchrnized. Fr example, if a custmer recrd in Micrsft Dynamics ERP has a crrespnding accunt recrd in Micrsft Dynamics CRM and these recrds have been linked, it is an integrated recrd. A cllectin f assciatins between fields in ne Micrsft Dynamics CRM entity with fields in anther Micrsft Dynamics ERP entity. Maps als determine in which directin data flws frm a given entity, and defines which adapter is the surce and which adapter is the destinatin. The database created fr Cnnectr fr Micrsft Dynamics during the installatin prcess. The prcess f reading entity infrmatin frm the surce system, transfrming that infrmatin int data that the destinatin system can recgnize, and then writing the transfrmed data t the destinatin system. The surce entity prvides the data that will be used t create new entities in the destinatin system. The destinatin entity is created r mdified after yu run an integratin. If the Micrsft Dynamics ERP Custmer recrd is the destinatin entity and the Micrsft Dynamics CRM Cntact recrd is the surce entity, then Micrsft Dynamics CRM Cntacts will be created as Custmers within Micrsft Dynamics ERP when the integratin is run. 6

7 Architecture Cmpnents f Cnnectr fr Micrsft Dynamics are described belw. Cnnectr fr Micrsft Dynamics service The Cnnectr service is the cre engine that drives the runtime prcess. This Cnnectr service is a WCF service and is respnsible fr cntrlling, mnitring, and reprting n all activated integratins. The client The client prvides the user interface that yu use t create integratins, custmize and activate maps, enter adapter settings, set up exceptin ntificatins, stp and restart recrds that are in the retry queue, and view lgging infrmatin. MSDI database The Micrsft Dynamics Integratin (MSDI) database stres all cnfigured integratins and their status and als acts as a security bundary between the Cnnectr fr Micrsft Dynamics service and the Cnnectr fr Micrsft Dynamics client. Adapters Adapters are used t cnnect the runtime and the client t the Micrsft Dynamics CRM and Micrsft Dynamics ERP web services. This cnnectin is used fr reading and writing data frm ne applicatin t anther applicatin. The fllwing adapters are available: Micrsft Dynamics CRM adapter Cnnects with Micrsft Dynamics CRM 4.0 n-premises nly. This adapter is als cmpatible with Micrsft Dynamics CRM 2011 rganizatins that were upgraded frm Micrsft Dynamics CRM 4.0 and were previusly integrated using Cnnectr fr Micrsft Dynamics. Micrsft Dynamics CRM 2011 adapter Cnnects with Micrsft Dynamics CRM 2011 nly. Use this adapter if yu are integrating with Micrsft Dynamics CRM 2011 fr the first time. Micrsft Dynamics ERP adapter Cnnects with the Micrsft Dynamics ERP database. Depending n yur ERP system, Cnnectr fr Micrsft Dynamics might have mre than versin f this adapter. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Transfrmatin engine Cnnectr fr Micrsft Dynamics mves data frm ne system in ne frmat t anther system, in a different frmat. The adapters prvide the data frm the surce and destinatin systems, and the transfrmatin engine changes the data frm ne frmat t anther. The change that is made by the transfrmatin engine is determined by the map that is assciated with the type f data that is being mved. Fr example, t mve a Micrsft Dynamics ERP custmer recrd t a Micrsft Dynamics CRM accunt recrd, the transfrmatin engine creates a Micrsft Dynamics CRM Accunt bject based n the transfrmatin that is defined in the Custmer t Accunt map fr the Micrsft Dynamics ERP custmer entity, and sends it t the Micrsft Dynamics CRM system using Cnnectr fr Micrsft Dynamics. Map templates Cnnectr fr Micrsft Dynamics includes a series f map templates that prvide default field mapping between surce and destinatin entities. Yu can create and mdify new maps frm the templates. Yu may need t d this t meet specific business needs r t ensure that any custmizatins that yu have made t yur surce r destinatin systems are implemented. Map template files are stred at the installatin lcatin in the Templates flder and have a.map file extensin. Any maps that yu create in the client are stred in the MSDI databases. Maps can als be exprted t.map files fr backup purpses. 7

8 Infrmatin flw After installatin, setup, and initial data synchrnizatin, sme entities that yu create in Micrsft Dynamics ERP are written int Micrsft Dynamics CRM and sme entities that yu create in Micrsft Dynamics CRM are written int Micrsft Dynamics ERP. The maps that yu have activated determine which entities are integrated between the tw applicatins. The fllwing illustratin demnstrates the infrmatin flw between Cnnectr fr Micrsft Dynamics, the surce system, and destinatin system during integratin. Fr an example, the fllwing scenari describes the infrmatin flw f integratin between the custmer entity in Micrsft Dynamics ERP and the accunt entity in Micrsft Dynamics CRM. 1. As part f the mapping prcess, a new integratin is created, surce and destinatin adapters are selected, cmpanies are selected t integrate and a map fr the custmer entity is created and activated. The map is scheduled t run at a specific time interval. 2. The Cnnectr fr Micrsft Dynamics client sends the integratin service a cntrl message that instructs the Cnnectr service t lad the integratin settings and maps frm the MSDI database. 3. When the next run time fr the map is reached, the Cnnectr service queries the surce system with a timestamp frm the MSDI database that indicates when the map was last successfully run. 4. The surce adapter returns a cllectin f custmer numbers that have been added r changed since the date n the timestamp. It als returns anther cllectin f custmer numbers that have been remved since the date n the timestamp. 5. Cnnectr fr Micrsft Dynamics sends each custmer number, ne by ne, int the surce adapter, which uses the custmer number t retrieve the entire custmer recrd frm the surce system. 8

9 6. The entities are transfrmed as defined in the map. 7. The resulting transfrmed accunt is sent t the destinatin adapter, which, in this example, is the Micrsft Dynamics CRM adapter. 8. The Micrsft Dynamics CRM adapter calls the Micrsft Dynamics CRM rganizatin web service t create r update the new entity. 9. The Cnnectr fr Micrsft Dynamics service updates the timestamp fr the Custmer t Accunt map in the MSDI database t reflect the time that the integratin finished successfully. Micrsft Dynamics CRM Cnfiguratin utility The Micrsft Dynamics CRM Cnfiguratin utility is used t prepare yur Micrsft Dynamics CRM rganizatins fr integratin. Fr mre infrmatin, see Cnfigure Micrsft Dynamics CRM rganizatins. Micrsft Dynamics ERP Cnfiguratin utility Sme Micrsft Dynamics ERP systems have an additinal cnfiguratin utility. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 9

10 System requirements Befre installing Cnnectr fr Micrsft Dynamics, yur system must meet the fllwing requirements. Nte: Depending n yur Micrsft Dynamics ERP, Cnnectr fr Micrsft Dynamics might be available with the installatin applicatin fr the ERP. Fr mre infrmatin, see the cnfiguratin guide fr yur Micrsft Dynamics ERP. Micrsft Windws Server 2008 SP2, Windws Server 2008 R2 SP1, r Windws Server 2012 Micrsft.NET Framewrk 3.5 and Windws.NET Framewrk A valid cnnectin t a cmputer with Micrsft SQL Server 2005 SP4, SQL Server 2008 SP2, SQL server 2008 R2, SQL Server 2012, r SQL Server 2014 installed One f the fllwing cnnectins t Micrsft Dynamics CRM: Micrsft Dynamics CRM versin 4.0 with the mst recent Update Rllup applied Micrsft Dynamics CRM 2011 n-premises with the mst recent rllup applied A valid subscriptin t Micrsft Dynamics CRM nline A valid subscriptin t a hsted deplyment f Micrsft Dynamics CRM 2011 Nte: If yu are using Micrsft Dynamics CRM nline, r if the Micrsft Dynamics CRM server has Update Rllup 12 r later installed, use Cnnectr fr Micrsft Dynamics versin r later (with Cnnectr fr Micrsft Dynamics CRM slutin versin r later). Fr Micrsft Dynamics CRM 2011 adapter nly Windws Identity Fundatin installed n the cmputer that runs Cnnectr fr Micrsft Dynamics ( Fr Micrsft Dynamics CRM nline nly At least tw different Windws Live IDs and passwrds Micrsft Dynamics CRM and the Micrsft Dynamics ERP system must have the same base install language, and base r functinal currency Additinal system requirements fr the Micrsft Dynamics ERP system that yu are integrating with. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 10

11 Upgrading Cnnectr fr Micrsft Dynamics Yu are nt required t manually uninstall a previus versin f Cnnectr fr Micrsft Dynamics if yu are upgrading t the current versin. That prcess is cmpleted autmatically. Nte: If yu are upgrading frm previus deplyments, we recmmend that yu update rle-based security fr the Micrsft Dynamics CRM Cnfiguratin utility. Fr infrmatin abut yur specific upgrade scenari, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Nte: If yu are using Micrsft Dynamics CRM nline, r if the Micrsft Dynamics CRM server has Update Rllup 12 r later installed, use Cnnectr fr Micrsft Dynamics versin r later (with Cnnectr fr Micrsft Dynamics CRM slutin versin r later). Upgrading t Cnnectr V3 frm previus versins Nte: Befre yu begin the upgrade prcess, create backups f yur Micrsft Dynamics ERP database, yur Micrsft Dynamics CRM database, and yur MSDI database. When yu upgrade t the current release f Cnnectr fr Micrsft Dynamics, the fllwing mdificatins are made: Obslete tables are remved frm the MSDI database and user settings are cleared. The first time that yu start the client applicatin after upgrade, the Adapter Settings windw is displayed s that yu can enter settings fr the adapters that were installed. Yu must enter passwrds and user infrmatin fr bth the ERP adapter and the Micrsft Dynamics CRM adapter in Cnnectr fr Micrsft Dynamics. Sme cnfiguratin ptins fr the Cnnectr service, such as the maximum number f retries and retry wait settings, are n lnger available in the Cnfiguratin table f the MSDI database. T change the retry settings, mdify the apprpriate fields in the CnnectrServiceHst.exe.cnfig file, and then start the Cnnectr fr Micrsft Dynamics service again. T view versin infrmatin abut Cnnectr fr Micrsft Dynamics, click the Abut buttn n the tlbar. Nte: After the upgrade prcess is cmpleted, run the Cnfiguratin Utility fr Micrsft Dynamics CRM and the Micrsft Dynamics ERP t update the adapter settings. Adapters cannt create new integratins until the adapter settings are updated. Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011 If yu have upgraded frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011 and are currently integrated with Cnnectr fr Micrsft Dynamics Feature Pack 4 (versin ) r earlier, yu must upgrade Cnnectr fr Micrsft Dynamics and manually recnfigure Cnnectr fr yur ERP system. Nte: Befre yu begin the upgrade prcess, create backups f yur Micrsft Dynamics ERP databases, yur Micrsft Dynamics CRM databases, and yur MSDI database. 1. Open Cnnectr fr Micrsft Dynamics. Inactivate all maps fr the integratins, and clse Cnnectr fr Micrsft Dynamics. 2. Upgrade Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM Upgrade Cnnectr fr Micrsft Dynamics. 11

12 4. T cntinue using the Micrsft Dynamics CRM adapter settings and map templates, yu must manually imprt ERP slutins. T imprt these slutins, fllw the prcedure belw. Nte: If yu plan t upgrade t the Micrsft Dynamics CRM 2011 adapter, the ERP slutin is autmatically imprted during cnfiguratin and yu can skip this prcedure. a. Lg n t an rganizatin in Micrsft Dynamics CRM as an administratr. b. Frm the navigatin pane, click Settings, select Custmizatin, and then select Slutins. Click Imprt. c. Brwse t the Cnnectr installatin directry. By default, this lcatin is \Prgram Files (x86)\micrsft Dynamics\Micrsft Dynamics Adapter. d. Select the.zip slutin file fr yur Micrsft Dynamics ERP system. Click Open. e. Click Next. When the Slutin Infrmatin is displayed, a message might be displayed that warns f a versin mismatch. Click Next. f. Select Overwrite custmizatins. Nte: This might verwrite any unmanaged custmizatins in yur system that were made t the entities that are included in the Micrsft Dynamics CRM slutin fr yur Micrsft Dynamics ERP. g. Select Activate any prcesses and enable any SDK message prcessing steps included in the slutin. Nte: If yu d nt select this check bx, the plug-in will nt be fully activated and the integratin prcess cannt be cmpleted. h. Click Next. When the slutin custmizatins have been successfully imprted, click Clse t exit. 5. Open Cnnectr fr Micrsft Dynamics. Click Adapter Settings, select yur Micrsft Dynamics CRM adapter, and then run the Micrsft Dynamics CRM Cnfiguratin utility. Fr mre infrmatin, see Cnfigure adapter settings fr Micrsft Dynamics CRM. 6. When the Cnfiguratin utility has finished running, activate maps fr the integratins again and cntinue integrating data. Previus integratins Cnnectr fr Micrsft Dynamics des nt maintain data that was previusly integrated and maintained using a tl ther than Cnnectr fr Micrsft Dynamics. Therefre, yu shuld cnsider remving data frm Micrsft Dynamics CRM that may be duplicated after the Cnnectr fr Micrsft Dynamics maps are activated. Data that was integrated using a previus versin f Cnnectr fr Micrsft Dynamics will be maintained. Micrsft Dynamics CRM duplicate detectin rules allw previusly integrated accunts, cntacts, and sales rders t be integrated using the Integratin Key attribute. Existing data in the fllwing entities will be inactivated and renamed when the Micrsft Dynamics CRM Cnfiguratin utility runs: Discunt types Price levels/price lists Prducts If yu have integrated data in yur Micrsft Dynamics ERP database fr these entities, the Micrsft Dynamics ERP data will be re-created in Micrsft Dynamics CRM after these maps are activated. 12

13 Any existing Micrsft Dynamics CRM rders that pint t these entities will fail t integrate t Micrsft Dynamics ERP because the entities that are referenced d nt exist in the Micrsft Dynamics ERP database. T integrate these rders, yu must re-create the line items using the integrated entities. Integrate existing Micrsft Dynamics data Cnnectr fr Micrsft Dynamics can integrate data between existing installatins f Micrsft Dynamics CRM and a Micrsft Dynamics ERP database. If yu have data in ne r bth applicatins prir t installing Cnnectr fr Micrsft Dynamics, this affects sme f the maps that yu will use during the initial data synchrnizatin prcess. Nte: Make sure that Cnnectr fr Micrsft Dynamics and the Micrsft Dynamics ERP database are lcated in the same time zne. 1. Create backups f yur existing Micrsft Dynamics ERP database and Micrsft Dynamics CRM database. 2. Install Cnnectr fr Micrsft Dynamics and cnfigure adapters. 3. If yu have existing data in bth Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, yu shuld set up duplicate detectin fr the applicable entities in Micrsft Dynamics CRM. Fr mre infrmatin, see Set up duplicate detectin. 4. Run initial data synchrnizatin. Fr mre infrmatin, the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 13

14 Installatin Befre installing Cnnectr fr Micrsft Dynamics, yur system must meet the minimum requirements as listed in the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Additinal system prerequisites are listed belw. Nte: If yu are upgrading frm previus versins f Cnnectr fr Micrsft Dynamics, yu need t create backups f yur Micrsft Dynamics ERP databases, yur Micrsft Dynamics CRM databases, and yur MSDI database. User accunt requirements Several user accunts are used fr an installatin. These user accunts and required permissins are summarized belw, and then each accunt is explained in detail. T help simplify the installatin prcess, yu can create ne r mre user accunts that have the necessary cmbined permissins f several f the accunts listed belw. Nte: If yu are integrating t Micrsft Dynamics CRM nline, then yu need at least tw Windws Live IDs with separate passwrds. Accunt Definitin Permissins required Installatin accunt Installs Cnnectr fr Micrsft Dynamics Must be at least a dmain user and lcal administratr n the machine where Cnnectr fr Micrsft Dynamics is installed Must be assigned at least the sysadmin permissins n the SQL server where the MSDI database is t be stred Service accunt Runs integratins in Cnnectr fr Micrsft Dynamics Requires permissin t authenticate and submit ntificatin s ERP Integratin accunt Cnnects t the Micrsft Dynamics ERP web services Must be assigned t specific rles in yur Micrsft Dynamics ERP system CRM Integratin accunt Used t cnnect t Micrsft Dynamics CRM n-premise r the Windws Live ID used t cnnect t Micrsft Dynamics CRM nline Must belng t a Micrsft Dynamics CRM user that has rganizatinal-level read privileges fr SystemUser n the CRM rganizatin that yu plan t integrate Fr Micrsft Dynamics CRM nline, this accunt requires a different Windws Live ID than the system administratr Be cnsidered a nn-interactive accunt (fr Micrsft Dynamics CRM nline, the cnfiguratin prcess defines this accunt as nn-interactive and t use a special integratin CAL) Cnfiguratin accunt Runs the Micrsft Dynamics CRM Cnfiguratin utility Fr n-premise deplyments f Micrsft Dynamics CRM 4.0, this accunt must be able t mdify the membership f the Micrsft Dynamics CRM PrivUserGrup Security Grup in the dmain where the Micrsft Dynamics CRM 4.0 servers are jined t Must als be a Micrsft Dynamics CRM Deplyment Administratr 14

15 Accunt Definitin Permissins required CRM Deplyment Administratr accunt Used by the Cnfiguratin utility t retrieve a list f Micrsft Dynamics CRM rganizatins and apply custmizatins t thse rganizatins Fr n-premise deplyments f Micrsft Dynamics CRM, this accunt is used t install Micrsft Dynamics CRM Fr Micrsft Dynamics CRM nline, this accunt must be a system administratr Installatin accunt This is the accunt that the installer is run under. This accunt must: Be at least a dmain user and a member f the Lcal Administratrs grup n the server where Cnnectr fr Micrsft Dynamics is t be installed. At a minimum, be assigned t the sysadmin permissins n the SQL server where the MSDI database is t be stred. Fr infrmatin abut hw t assign database rles t users, refer t yur SQL server dcumentatin. Service accunt This accunt is used t run integratins and must be created befre installatin. Fr infrmatin abut new user accunts in Windws Server 2008, see Create a new user accunt n TechNet ( During installatin, Cnnectr fr Micrsft Dynamics: Assigns the service accunt t the public SQL server rle. Creates a SQL server lgn fr the accunt if a lgn des nt exist. Assigns the service accunt t the db_datareader and db_datawriter database rles n the MSDI database. The service accunt is als the accunt used t send ntificatin s. If the Simple Mail Transfer Prtcl (SMTP) server that yu use t send ntificatins requires authenticatin t submit s, yu must give the service accunt permissin t authenticate and submit s. Fr mre infrmatin abut setting up ntificatins, see Set up ntificatins. ERP Integratin accunt This accunt is used t cnnect t the Micrsft Dynamics ERP system. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. CRM Integratin accunt This is the dmain user accunt that is used t cnnect t Micrsft Dynamics CRM r the Windws Live ID used t cnnect t Micrsft Dynamics CRM nline. Nte: The system administratr accunt that is used t sign up fr Micrsft Dynamics CRM nline cannt be the same Windws Live ID as the ne used fr the CRM Integratin accunt. Yu need tw different Windws Live IDs fr these tw rles. This accunt must be cnsidered a nn-interactive user accunt. This accunt must belng t a Micrsft Dynamics CRM user wh has rganizatinal-level read privileges fr SystemUser n the Micrsft Dynamics CRM rganizatin that yu plan t integrate. 15

16 Fr Micrsft Dynamics CRM nline, this accunt must be a member f the fllwing Micrsft Dynamics CRM security rles: System Custmizer Dynamics Integratin Nte: When yu run the Micrsft Dynamics CRM Cnfiguratin utility, the Dynamics Integratin rle is created and the specified CRM Integratin User is autmatically added t these rles. Fr Micrsft Dynamics CRM nline, the CRM Integratin User is set t be nninteractive and is assigned the integratin CAL. Fr Micrsft Dynamics CRM n-premise deplyments, this accunt must meet the fllwing requirements: Belng t a Micrsft Dynamics CRM user that has rganizatinal-level read privileges fr SystemUser n the CRM rganizatin that yu plan t integrate. Belng t the Micrsft Active Directry PrivUserGrup (fr Micrsft Dynamics CRM 4.0 nly). Belng t the Sales Manager security rle (minimum). Cnfiguratin accunt Use the cnfiguratin accunt t run the Micrsft Dynamics CRM Cnfiguratin utility. This accunt shuld be a Micrsft Dynamics CRM Deplyment Administratr. Fr mre infrmatin, see Hw t assign the minimum permissins t a deplyment administratr in Micrsft Dynamics CRM 4.0 n the Micrsft Supprt site ( Nte: Failure t meet these requirements will result in the fllwing message when yu run the Micrsft Dynamics CRM Cnfiguratin utility: The CRM Integratin accunt culd nt be added t the PrivUsersGrup n the Dmain. A dmain administratr can perfrm this peratin later, but the CRM Integratin accunt must be added t this grup in the Active directry befre Cnnectr fr Micrsft Dynamics can successfully integrate entities int a Micrsft Dynamics CRM n-premise deplyment. CRM Deplyment Administratr accunt This is the dmain user accunt that the Micrsft Dynamics CRM Cnfiguratin utility uses t retrieve a list f rganizatins frm Micrsft Dynamics CRM and apply custmizatins t thse rganizatins. Fr n-premise deplyment, this accunt is used t install Micrsft Dynamics CRM. Fr mre infrmatin abut this accunt, see Hw t assign the minimum permissins t a deplyment administratr in Micrsft Dynamics CRM 4.0 n the Micrsft Supprt site ( Fr Micrsft Dynamics CRM nline, this is a Windws Live ID that is in the System Administratr rle in the rganizatin t be integrated. 16

17 Install Cnnectr fr Micrsft Dynamics Review the system requirements as listed in the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system befre yu begin the installatin prcess. Only ne instance f Cnnectr fr Micrsft Dynamics can be installed n a system at any time. Nte: Depending n yur Micrsft Dynamics ERP, Cnnectr fr Micrsft Dynamics might be available with the installatin applicatin fr the ERP. Fr mre infrmatin, see the cnfiguratin guide fr yur Micrsft Dynamics ERP. 1. Install Cnnectr fr Micrsft Dynamics. 2. Duble-click Cnnectr fr Micrsft Dynamics.msi. Click Next. 3. Read and accept the Micrsft Sftware License Terms. Click Next. 4. Enter the name f the Micrsft SQL server where the MSDI database is t be stred. 5. Click Next. 6. Enter the dmain, user name, and passwrd fr the service accunt t use when yu are running integratins. Fr mre infrmatin abut this accunt, see Service accunt. 7. Click Next. If the accunt that yu entered in step 6 is valid, the Ready t install page is displayed. 8. Click Install. 9. Click Finish t cmplete the installatin. Tips: The MSDI database des nt need t be n the same physical server as Cnnectr fr Micrsft Dynamics. Make sure that Cnnectr fr Micrsft Dynamics and the Micrsft Dynamics ERP database are lcated in the same time zne. If an errr message is displayed that refers t a dpac r SQL server setup issue, see the Trubleshting The RPC server is unavailable article n TechNet ( and the Hw IT Wrks: Trubleshting RPC Errrs article n the TechNet magazine website ( 17

18 Cnfiguratin After yu have installed r upgraded Cnnectr fr Micrsft Dynamics, yu must cnfigure the adapter settings fr Micrsft Dynamics CRM and fr the Micrsft Dynamics ERP system that yu are integrating with. Nte: Yu must cmplete these prcedures in the rder that is listed belw, r Cnnectr fr Micrsft Dynamics will nt perate crrectly and data will nt be synchrnized between Micrsft Dynamics CRM and the Micrsft Dynamics ERP. T cnfigure Cnnectr fr Micrsft Dynamics, cmplete the fllwing prcedures: 1. Cnfigure adapter settings fr Micrsft Dynamics CRM. 2. Cnfigure rganizatins fr Micrsft Dynamics CRM. 3. Cnfigure adapter settings fr yur Micrsft Dynamics ERP system. Fr cnfiguratin prcedures, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 4. Set up duplicate detectin (ptinal). 5. Run initial data synchrnizatin. Fr prcedures, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Cnfigure adapter settings fr Micrsft Dynamics CRM Befre yu can integrate data between Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, yu must prvide settings fr the adapters that the integratin prcess will use. The first time that yu start Cnnectr fr Micrsft Dynamics, the Adapter Settings windw is displayed s that yu can enter settings fr the adapters that were installed. If yu are using Micrsft Dynamics CRM nline deplyments nly, see Tips fr cnfiguring the Micrsft Dynamics CRM adapters. Nte: If yu created custm entities fr Micrsft Dynamics CRM in a previus versin f Cnnectr fr Micrsft Dynamics, review the.cnfig files fr the custm entities after upgrade and befre cnfiguratin. If a custm entity in Micrsft Dynamics CRM has the same display name as a system entity, delete the.cnfig files fr the custm entity and any.cnfig files with the same display name. Any changes t the display name f the custm entity after cnfiguratin will nt affect the.cnfig files. Cnfigure settings fr Micrsft Dynamics CRM 4.0 adapter If yu are integrating with Micrsft Dynamics 4.0 r are upgrading a current installatin f Cnnectr fr Micrsft Dynamics and yu want t cntinue using current adapter settings, fllw the prcedures belw. Nte: If yu are upgrading frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011, verify that yu have installed the ERP slutin. Fr mre infrmatin, see Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. If the Adapter Settings windw did nt pen autmatically, click Adapter Settings. 3. In the left pane f the Adapter Settings windw, select Micrsft Dynamics CRM. 4. Enter the name f the dmain that the Micrsft Dynamics CRM server belngs t. 18

19 5. Enter the user name and passwrd fr the CRM Integratin accunt. Fr mre infrmatin abut this accunt, see CRM Integratin accunt. 6. Enter the prt number that the Micrsft Dynamics CRM Discvery web service uses. If yu are cnnecting t Micrsft Dynamics CRM nline, this value shuld be left blank. 7. Enter the name f the server that hsts Micrsft Dynamics CRM. If yu are cnnecting t Micrsft Dynamics CRM nline, this value shuld be dev.crm.dynamics.cm. 8. If yu are cnnecting t Micrsft Dynamics CRM nline, select the check bx fr Micrsft Dynamics CRM nline. 9. Click Apply. 10. Click Test Settings t cnnect t the Micrsft Dynamics CRM Discvery web service using the infrmatin that yu entered. If the infrmatin that yu entered in the steps abve is incrrect, this test will fail and yu must enter the crrect infrmatin befre yu can register the Micrsft Dynamics CRM adapter. 11. Cntinue t Cnfigure Micrsft Dynamics CRM rganizatins. Cnfigure settings fr Micrsft Dynamics CRM 2011 adapter If yu are installing Cnnectr fr Micrsft Dynamics fr the first time, r if yu are upgrading frm a previus versin f Cnnectr fr Micrsft Dynamics, fllw the prcedures belw. Nte: Befre yu cnfigure this adapter, dwnlad the Windws Identity Fundatin ( 1. Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. If the Adapter Settings windw did nt pen autmatically, click Adapter Settings. 3. In the left pane f the Adapter Settings windw, select Micrsft Dynamics CRM Enter the dmain, user name and passwrd fr the CRM Integratin accunt. Fr mre infrmatin abut this accunt, see CRM Integratin accunt. Nte: Fr an n-premise installatin, use the dmain\user name frmat. 5. Enter the URL fr the Micrsft Dynamics CRM Discvery Service. T lcate this URL in Micrsft Dynamics CRM, click Settings, select Custmizatins, select Develper Resurces, and then enter the hst name that is displayed in the Discvery Service URL. Nte: The default URL uses the https transprt. Fr an n-premise installatin, use the apprpriate binding fr yur deplyment, fr example, http. 6. Click Apply. 7. Click Test Settings t cnnect t the Micrsft Dynamics CRM Discvery web service using the infrmatin that yu entered. If the infrmatin that yu entered in the steps abve is incrrect, this test will fail and yu must enter the crrect infrmatin befre yu can register the Micrsft Dynamics CRM adapter. 8. Cntinue t Cnfigure Micrsft Dynamics CRM rganizatins. Tips fr cnfiguring the Micrsft Dynamics CRM adapters If the Secure Sckets Layer (SSL) is nt set up crrectly, an exceptin ccurs in the web service and the fllwing message is lgged: The underlying cnnectin was clsed: Culd nt establish trust relatinship fr the SSL/TLS secure channel. If the CRM Integratin accunt specified fr the Micrsft Dynamics CRM adapter settings is a valid Micrsft Dynamics CRM user in multiple Micrsft Dynamics CRM rganizatins, and nt all f the 19

20 Micrsft Dynamics CRM rganizatins have been prperly cnfigured, the message Test settings succeeded with warnings is displayed when yu click Test Settings. This means that the Test Settings peratin was successful in validating sme f the Micrsft Dynamics CRM rganizatins but failed with thers. If yu d nt see the Micrsft Dynamics CRM rganizatin t integrate listed in the warning message, then the Test Settings peratin was successful fr that Micrsft Dynamics CRM rganizatin. If a warning message is displayed fr the Micrsft Dynamics CRM rganizatin t integrate, then yu must cnfigure Micrsft Dynamics CRM fr the rganizatin that yu want t integrate and try the Test Settings link again. Fr Micrsft Dynamics CRM, the CRM Integratin accunt specified fr the Micrsft Dynamics CRM adapter settings must be a member f the fllwing security rles: System Custmizer Dynamics Integratin When yu run the Micrsft Dynamics CRM Cnfiguratin utility, the Dynamics Integratin rle is created and the specified CRM Integratin accunt is autmatically added t these rles. If yu click Test Settings befre the CRM Integratin accunt has been added t the System Custmizer rle fr each Micrsft Dynamics CRM nline rganizatin that the user is a member f, the Test Settings peratin will fail and a message will be displayed. Messages will cntinue t be displayed until the CRM Integratin accunt is added t the System Custmizer rle. Cnfigure Micrsft Dynamics CRM rganizatins The Micrsft Dynamics Cnfiguratin utility custmizes Micrsft Dynamics CRM rganizatins t prepare them fr integratin. Fr infrmatin abut the changes that are made t Micrsft Dynamics CRM rganizatins after yu run this utility, see Changes made by the Micrsft Dynamics CRM Cnfiguratin utility. Nte: Sme fields in this Cnfiguratin utility might already cntain values, which were entered based n the infrmatin that yu prvided when yu registered the Micrsft Dynamics CRM adapter. Befre yu begin cnfiguratin, verify that yu have cnfigured the Micrsft Dynamics CRM adapter. Fr mre infrmatin, see Cnfigure adapter settings fr Micrsft Dynamics CRM. Cnfigure rganizatins fr Micrsft Dynamics CRM In Cnnectr fr Micrsft Dynamics, click Adapter Settings. In the left pane, select Micrsft Dynamics CRM. 2. Click Cnfigure Micrsft Dynamics CRM. 3. In the Welcme dialg bx, click Next. 20

21 4. Enter the name f the server where the Micrsft Dynamics CRM Discvery web service rle is installed and the prt number that the web service uses. 5. Enter the dmain, user name, and passwrd fr the CRM Deplyment Administratr accunt r the Administratr accunt fr Micrsft Dynamics CRM nline. Fr mre infrmatin abut this accunt, see CRM Deplyment Administratr accunt. 6. Click Get Organizatins. 7. Select the rganizatin t cnfigure. The Micrsft Dynamics CRM Cnfiguratin utility must be run fr each rganizatin t integrate. 8. Verify that Install is selected in the Cnfiguratin Optins area. Nte: Select the Remve ptin nly if yu want t remve custmizatins t the selected rganizatins that were made by the Cnfiguratin utility when it was last run. 9. Click Next. 10. Select the Micrsft Dynamics CRM entities t cnfigure fr integratin. The preselected entities are thse that are required fr the standard ut-f-the-bx integratin t run. If yu have custm Micrsft Dynamics CRM entities t cnfigure fr integratin, they are included in the entity list that is displayed. T view the available entities, click the plus sign (+) next t the rganizatin name. Select the check bx next t each entity t cnfigure. T add mre entities later, run the utility again. 11. If this is nt the first time that yu are running the adapter cnfiguratin, and if yu are adding a new entity r are making ther changes t the adapter cnfiguratin, select the Skip cmplete cnfiguratin and nly generate entity cnfiguratins check bx. 12. Click Next. 21

22 13. If this is the first time that yu are running the adapter cnfiguratin, select the Imprt and verwrite custmizatins check bx. Nte: If yu d nt select the Imprt and verwrite custmizatins check bx, r if yu cancel the custmizatins, yu cannt integrate data until these custmizatins are imprted. Fr infrmatin abut hw t preserve existing custmizatins in Micrsft Dynamics CRM 4.0, see. 14. When the Cnfiguratin status fr rganizatin page is displayed, click Cnfigure. If a message is displayed that indicates that existing custmizatins will be verwritten, click OK t cntinue. 15. When the Finished updating rganizatin message is displayed, click Finish t exit the utility. Nte: After cnfiguratin is cmpleted, custmizatins are published fr Micrsft Dynamics CRM. If yu created custmizatins using the Micrsft Dynamics CRM Cnfiguratin utility, thse custmizatins might be published after cnfiguratin is cmpleted. Cnfigure rganizatins fr Micrsft Dynamics CRM In Cnnectr fr Micrsft Dynamics, click Adapter Settings. In the left pane, select Micrsft Dynamics CRM Click Cnfigure Micrsft Dynamics CRM. 3. In the Welcme dialg bx, click Next. 4. Enter the URL fr the Micrsft Dynamics CRM Discvery Service. 5. Enter the dmain, user name, and passwrd fr the CRM Deplyment Administratr accunt r the Administratr accunt fr Micrsft Dynamics CRM nline. Fr mre infrmatin abut this accunt, see CRM Deplyment Administratr accunt. 6. Click Get Organizatins. 22

23 7. Select the rganizatin t cnfigure. The Micrsft Dynamics CRM Cnfiguratin utility must be run fr each rganizatin t integrate. 8. Click Next. 9. Select the Micrsft Dynamics CRM entities t cnfigure fr integratin. The preselected entities are thse that are required fr the standard ut-f-the-bx integratin t run. If yu have custm Micrsft Dynamics CRM entities t cnfigure fr integratin, they are included in the entity list that is displayed. T view the available entities, click the plus sign (+) next t the rganizatin name. Select the check bx next t each entity t cnfigure. T add mre entities later, run the utility again. 10. If this is nt the first time that yu are running the adapter cnfiguratin, and if yu are adding a new entity r are making ther changes t the adapter cnfiguratin, select the Skip cmplete cnfiguratin and nly generate entity cnfiguratins check bx. 11. Click Next. 12. When the Cnfiguratin status fr rganizatin page is displayed, click Cnfigure. If a message is displayed that indicates that existing custmizatins will be verwritten, click OK t cntinue. 13. When the Finished updating rganizatin message is displayed, click Finish t exit the utility. Nte: After cnfiguratin is cmpleted, custmizatins are published fr Micrsft Dynamics CRM. If yu created custmizatins using the Micrsft Dynamics CRM Cnfiguratin utility, thse custmizatins might be published after cnfiguratin is cmpleted. Tips fr cnfiguring Micrsft Dynamics CRM Yu can run the Micrsft Dynamics CRM Cnfiguratin utility at any time t cnfigure new rganizatins in Micrsft Dynamics CRM. T pen the Cnfiguratin utility, pen Cnnectr fr Micrsft Dynamics, and then click Adapter Settings. In the Adapter Settings windw, select the versin f Micrsft Dynamics CRM that yu are integrating with, and then click Cnfigure Micrsft Dynamics CRM. If yu run the Cnfiguratin utility after yu have registered the Micrsft Dynamics CRM adapter, sme fields in the Cnfiguratin utility might already cntain values. These values are based n the infrmatin that yu prvided when yu cnfigured the Micrsft Dynamics CRM adapter. If yu have a distributed Micrsft Dynamics CRM n-premise deplyment, yu must restart IIS n all Micrsft Dynamics CRM servers, including applicatin and SDK servers, after cmpleting the utility. If yu delete an bject prvider file fr a static custmizable Micrsft Dynamics CRM entity frm the cmpany flder in the ObjectCnfig flder, running the Micrsft Dynamics CRM Cnfiguratin utility again will nt re-create the bject prvider crrectly. This will cause the Micrsft Dynamics CRM Adapter t fail t lad. A cpy f each static Micrsft Dynamics CRM bject prvider file is cpied t the ObjectPrvider flder. Yu will need t cpy the bject prvider file fr the affected entity frm the ObjectCnfig flder back int the cmpany flder. Static custmizable Micrsft Dynamics CRM entities are: AccuntObjectPrvider, CntactObjectPrvider, ErpSystemUserObjectPrvider, InviceObjectPrvider, OrderObjectPrvider, and PrductObjectPrvider. Micrsft Dynamics CRM 4.0 might cache infrmatin that causes the Test Settings ptin t return incrrect results. If yu click Test Settings befre the CRM Integratin User has been added t the PrivUserGrup fr the Micrsft Dynamics CRM 4.0 rganizatin that yu want t integrate n the dmain that the Micrsft Dynamics CRM server is jined t, the Test Settings peratin will fail until the client is clsed and re-pened. 23

24 If the user running the Cnfiguratin utility is nt a dmain administratr fr the dmain that the CRM Integratin User and Micrsft Dynamics CRM server are members f, a warning will be displayed. Until this CRM Integratin user is added t the PrivUserGrup, the Test Settings peratin will always fail and the integratin will nt wrk. Adding the CRM Integratin user t the PrivUserGrup may be cmpleted by a dmain administratr prir t running the Cnfiguratin utility r after it has been run. If yu add the CRM Integratin user t the PrivUserGrup after yu run the utility, yu must clse and restart the client befre the Test Settings peratin will return valid results. This issue ccurs because Micrsft Dynamics CRM uses the WindwsPrincipal.IsInRle methd t check if the user attempting t access Micrsft Dynamics CRM is in the PrivUserGrup in the current Dmain. The WindwsPrincipal.IsInRle methd caches the last result fr a given user until the user and caller bth lg ff and lg back n t the dmain. Fr mre infrmatin, see WindwsPrincipal.IsInRle Methd (String) n MSDN ( If yu are integrating with Micrsft Dynamics CRM 4.0, yu must set up duplicate detectin fr the address entity in Micrsft Dynamics CRM 4.0. Fr mre infrmatin, see Set up duplicate detectin. Nte: Duplicate detectin fr addresses in Micrsft Dynamics CRM 2011 is actually enabled during installatin. If yu select t install the custmizatin prvided with the Micrsft Dynamics CRM adapter, yu will verwrite any existing frm custmizatins which have been created fr accunt, cntact, prduct and any f the ther Micrsft Dynamics CRM 4.0 entities which are updated t enable the integratin. Fr new installatins with n existing custmizatins, this shuld nt be an issue and the ptin t imprt the custmizatin shuld be selected. Fr existing Micrsft Dynamics CRM 4.0 installatins where custmizatins have been applied, registratin fr Cnnectr fr Micrsft Dynamics can cntinue withut imprting the Micrsft Dynamics CRM custmizatins. Hwever, the existing custmizatins and required new custmizatins will need t be merged befre they are imprted int Micrsft Dynamics CRM. This merge prcess can be accmplished by using the tl and related readme which are available frm the dwnlad site fr Cnnectr fr Micrsft Dynamics. When the merge prcess is cmplete, yu must imprt custmizatins. Data cannt be successfully integrated until these custmizatins are integrated int Micrsft Dynamics CRM 4.0. In Micrsft Dynamics CRM 4.0, click Settings, click Custmizatins, and then select Imprt Custmizatins. Nte: If yu are using the Micrsft Dynamics CRM 2011 adapter, these custmizatins are autmatically installed during cnfiguratin and merged with yur existing custmizatins in Micrsft Dynamics CRM N further actin is necessary. Changes made by the Micrsft Dynamics CRM Cnfiguratin utility If yu run the Micrsft Dynamics CRM Cnfiguratin utility, the fllwing changes are made t each Micrsft Dynamics CRM rganizatin that yu selected fr cnfiguratin. Nte: Befre the Micrsft Dynamics CRM adapter Cnfiguratin utility makes any changes t Micrsft Dynamics CRM, it saves yur existing custmizatins t C:\PrgramData\Micrsft Dynamics\Cnnectr fr Micrsft Dynamics. Yu can remve these custmizatins and revert t yur previus custmizatins if yu uninstall the prduct. If yu remve the custmizatins, any f the custm entities that cntain data will nt be remved. A Submit Order buttn is added t the Order frm. This buttn appears nly fr users wh are in rles that have the ISVExtenstins privilege enabled fr the rganizatin. All prices and price lists are set t read-nly. 24

25 All entities in the Prduct Catalg are set t read-nly. All unit grups and units are set t read-nly. Any existing prducts, discunt types, price levels in the Prduct Catalg are deactivated and renamed. The invice functinality is limited t read-nly within Micrsft Dynamics CRM. The default decimal precisin is set t fur decimal places. Nte: Yu can change this setting if yu want yur Micrsft Dynamics CRM pricing decimal precisin t be less than fur. The Micrsft Dynamics CRM pricing decimal precisin shuld match yur Micrsft Dynamics ERP currency decimal precisin t prevent runding issues. Micrsft Dynamics ERP currency decimal precisin can be set up t five while Micrsft Dynamics CRM can be set up t fur. Integratin key attributes are added t the entities selected n the Select the entities t cnfigure fr integratin windw. The fllwing entities are pre-selected by default: Accunt Cntact Invice Order Prduct ERP system user Nte: Certain system entities are nt available fr custmizatin and will nt have an Integratin Key attribute added t them. Fr these entities, the name attribute is mapped internally t the Integratin Key attribute frm the ERP surce system. The fllwing custm entities are added: ERP System User Fr tracking salespersns in the ERP system *Accunt* Fr tracking accunts that have been integrated and then deleted frm Micrsft Dynamics CRM *Cntact* Fr tracking cntacts that have been integrated and then deleted frm Micrsft Dynamics CRM The issopintegrated attribute is set t true fr each rganizatin t be integrated. A Ready fr Integratin check bx is added t the Administratin tab n the Accunt frm. An Integratin Key attribute is added t the Administratin tab n the Accunt frm. A Submit buttn is added t the Accunt frm. A Ready fr Integratin check bx is added t the Administratin tab n the Cntact frm. A read-nly Integratin Key field is added t the Administratin tab n the Cntact frm. A Submit buttn is added t the Cntact frm. A cntrl is added t the User frm that allws users t map an integrated ERP system user t an existing Micrsft Dynamics CRM user. 25

26 An Order entity is validated t ensure that a custmer is ready fr integratin r that the custmer is able t be integrated, if it is nt already integrated when the rder is submitted. A plug-in is registered in Micrsft Dynamics CRM. The Micrsft Dynamics Integratin security rle is created. The fllwing privileges are remved frm all security rles that they are assciated with: AppendInvice AssignInvice CreateInvice CreatePrduct DeleteInvice DeletePrduct OverridePriceEngineInvice ShareInvice WriteInvice WritePrduct When using a Micrsft Dynamics CRM nline deplyment, the user specified as the CRM Integratin accunt will be set t have an access mde f Nn-interactive and will be flagged as an integratin user. A Bulk Submit Accunts n-demand wrkflw is added, which allws yu t select multiple accunts, and then submit them t the ERP system. A Bulk Submit Cntracts n-demand wrkflw is added, which allws yu t select multiple cntracts, and then submit them t the ERP system. If a primary cntact has been assciated with an accunt in Micrsft Dynamics CRM, and that cntact has nt been submitted t the ERP system, a message is displayed when yu submit the accunt that indicates that the primary cntact must be submitted befre the accunt. If a nnsubmitted cntact is added as the primary cntact f a submitted accunt in Micrsft Dynamics CRM, the accunt cannt be updated in the ERP system by Cnnectr, and the update will fail. If a parent accunt has been assciated with a cntact, and the parent accunt has nt been submitted t the ERP, a message is displayed when yu submit the cntact that indicates that the parent accunt must be submitted befre the cntact. If a nnsubmitted accunt is added as the parent accunt t a submitted cntact in Micrsft Dynamics CRM, the accunt recrd cannt be updated in the ERP system by Cnnectr, and the update will fail. 26

27 Set up duplicate detectin Nte: If yu d nt have existing installatins f bth Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, then yu may skip this prcedure. When yu integrate data between existing installatins f Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, yu might have duplicate recrds between the tw applicatins. Fr example, if yu have entered Bb Kelly as a cntact in Micrsft Dynamics CRM and als as a custmer in the Micrsft Dynamics ERP database, then yu have duplicate recrds. Micrsft Dynamics CRM allws users t enter duplicate recrds, with duplicate keys, fr Micrsft Dynamics CRM accunts and cntacts. This can cause prblems when the integratin service tries t integrate the recrds. If duplicated recrds are nt identified befre yu integrate Micrsft Dynamics CRM cntacts r accunts with yur Micrsft Dynamics ERP custmers, yu will end with fur recrds fr the same persn between the tw applicatins. When yu use duplicate detectin rules, and a duplicate recrd is identified during an integratin, the Micrsft Dynamics CRM adapter updates the entity in Micrsft Dynamics CRM instead f creating multiple entities. The recrd in the ERP database is nt affected. T prevent duplicate recrd recrds frm entering the system during initial data synchrnizatin, use ne f the fllwing ptins. Set up duplicate detectin rules in Micrsft Dynamics CRM In Micrsft Dynamics CRM, set up r mdify duplicate detectin rules fr the entities t integrate. G t Settings, select Data Management, and then click Duplicate Detectin Rules. The default duplicate detectin rules are listed. Use the duplicate detectin rules fr accunts r cntacts using attributes and criteria that make sense fr yur business rules. Duplicate detectin rules in Micrsft Dynamics CRM are based n cntact addresses by default, and Cnnectr fr Micrsft Dynamics maps addresses based n accunts r custmers. Set up duplicate detectin jbs in Micrsft Dynamics CRM In Micrsft Dynamics CRM, set up duplicate detectin jbs fr the entities t integrate. G t Settings, select Data Management, and then click Duplicate Detectin Jbs. Add a jb t catch duplicates and ntify smene in yur rganizatin fr each entity t integrate. Fr mre infrmatin abut duplicate detectin rules, see yur Micrsft Dynamics CRM dcumentatin. Tips fr duplicate detectin Use ne duplicate detectin rule fr all f yur duplicate detectin. Multiple duplicate detectin rules are nt supprted. Duplicate detectin is supprted fr the Accunt, Cntact, Address, and Order entities nly. Custm entities are nt supprted. If yu are integrating with Micrsft Dynamics CRM 4.0, then yu must manually set up duplicate detectin fr the address entity, using the custmizatins fr Micrsft Dynamics CRM 4.0. Nte: Fr Micrsft Dynamics CRM 2011, duplicate detectin fr addresses is enabled autmatically during installatin. Duplicate detectin rules fr child entities might appear as if the duplicate ccurred n the parent entity. Fr example, if a child Address entity cntains infrmatin that matches anther child Address entity, a message might be displayed that indicates that multiple recrds meet the duplicate detectin rules fr the parent entity. Be sure t review child entities fr duplicate recrds. 27

28 Data synchrnizatin After Cnnectr fr Micrsft Dynamics is installed and the adapters are cnfigured, data must be synchrnized between Micrsft Dynamics CRM and yur Micrsft Dynamics ERP system befre yu can run integratins n a regular schedule. Initial data synchrnizatin prcedures are specific t yur Micrsft Dynamics ERP system. Fr mre infrmatin abut initial data synchrnizatin and integratin prcedures, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 28

29 Custmizatin Cnnectr fr Micrsft Dynamics uses maps t integrate data between applicatins. A map is a cllectin f assciatins between ne entity s fields in ne Micrsft Dynamics system with anther entity s fields in anther Micrsft Dynamics system. Fr example, t integrate the Micrsft Dynamics CRM Accunt entity with the Micrsft Dynamics ERP Custmer entity, yu must add and activate the Accunt t Custmer map and the Custmer t Accunt map. If yu created an integratin frm a template, maps have already been created fr yu. T mdify map settings, see Edit field assciatins in maps. Nte: Fr initial data synchrnizatin, use the maps that are prvided in the integratin templates. Make custm entities available in Micrsft Dynamics CRM If yu have custm entities in Micrsft Dynamics CRM, yu must make these entities available befre yu can integrate them t the ERP database. 1. Cmplete steps 1 thrugh 11 in Cnfigure Micrsft Dynamics CRM rganizatins. 2. Select the Skip cmplete cnfiguratin and nly generate entity cnfiguratins check bx. This adds the Dynamics Integratin Key attribute t the entities in Micrsft Dynamics CRM that yu selected in step 11 f Cnfigure Micrsft Dynamics CRM rganizatins. An bject prvider cnfiguratin file is als created n the lcal file system fr the cnfigured entity. 3. Clse the Cnnectr fr Micrsft Dynamics client, and then pen the client again. This refreshes all f the metadata in Cnnectr fr Micrsft Dynamics. 4. T map the newly expsed entity, see Create a new map. Nte: Custm OptinSets r Picklists are nt supprted fr integratin with Cnnectr fr Micrsft Dynamics. We recmmend that yu manually synchrnize custm OptinSet values. Create a new map 1. Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. In the left pane, select the integratin t add a map t. 3. Click New Map. 4. Select a surce entity. 5. Select a destinatin entity. 6. Click Create. The map is nw listed in yur tree view under the Maps nde. 7. In the Status area, click the Edit link in the Check fr changes sectin. The default value fr the Run Frequency in all new maps is 300 secnds. 8. Enter r select the date and time t start using this map in integratins. 9. In the Recurrence Pattern field, select ne f the fllwing ptins: Once Only run this map nce. Recurring Run this map at a time interval that yu specify. The minimum recurring interval is every ne secnd. Weekly Run this map nce every week. 29

30 10. In the Status area, click the Edit link in the Check fr data mdified after area. Enter r select the date and time after which yu want the system t check fr mdified data. 11. In the Status area, click Activate. 12. Click Save n the tp cmmand bar. 13. In the Destinatin Field Mapping windw, select hw t map the fields. Yu can map t a surce field, use a cnstant, r use a functin. Fr mre infrmatin abut mapping fields, see Edit field assciatins in maps. Create a new map frm file 1. Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. In the left pane, select the integratin t add a map t. 3. Right-click and select Create New Map frm File. 4. Navigate t the Maps subdirectry where Cnnectr fr Micrsft Dynamics was installed, r where yur custm maps were saved t. 5. Duble-click r select a map frm the list and click Open. 6. The map is nw listed in yur tree view under the Maps nde. Nte: When yu create a new map frm file, the date set t Check fr data mdified after is set t the current date fr the fllwing maps: Sales Order t Order Sales Invice t Invice Order t Sales Order T integrate rders r invices that are lder than the current date, change the Check fr data mdified after date fr these maps. Fr mre infrmatin, see Change the data mdificatin date. The Check fr data mdified after date is set t the default f 12/31/ :00 AM UTC (displayed as the lcal time zne) fr all ther maps. 30

31 Map accunts and cntacts t wners and teams In Micrsft Dynamics CRM, an wner can be a user r a team, and sme entities, such as accunts and cntacts, supprt bth types f wners. Cnnectr fr Micrsft Dynamics V3 nw supprts the integratin f bth types f wners frm recrds in the ERP database. T integrate wner infrmatin fr accunts and cntacts in Micrsft Dynamics CRM, cmplete the fllwing prcedure. 1. Open the bject cnfiguratin file fr the entity t integrate wner infrmatin fr. Fr the Owninguser field, update the LkupType= systemuser attribute t LkupType= systemuser,team, and then add the LkupField= dynamics_integratinkey,name attribute. Nte: The Micrsft Dynamics CRM adapter searches fr these attributes n fields with TypeName= EntityReference. 2. Cnfigure the ERP surce t prvide the Owning User ID and the Owning Team name fr the recrds. Nte: Bth fields are required, but nly ne f the fields must cntain a value. 3. In Cnnectr fr Micrsft Dynamics, pen the integratin map fr which the bject cnfiguratin file was mdified in step Map the Owner User field the Owning User integratin key frm the ERP surce, and map the Owning Team field t the Owning Team name frm the ERP surce. Tips: The Owning User ID and the Team Name fields are required t map wners in Micrsft Dynamics CRM, but nly ne f the fields must cntain a value. If bth fields cntain values, the Micrsft Dynamics CRM adapter uses the value in the Team Name field. The ERP Integratin user is selected as wner if the Owning User ID and Team Name fields are empty, r if n user r team is fund in Micrsft Dynamics CRM that matches the value that is prvided in the surce field. Values that are mapped t the Owning Team and Owning User fields verwrite mappings t the Owner ID field. Change the data mdificatin date Each f the integrated entities maintains a last mdified date n each recrd in that entity. The Check fr data mdified after date fr each entity map is used t determine if there have been any updates t entity data since the value in the Check fr data mdified after date field. Yu can change this date fr any individual map. 1. In the left pane f Cnnectr fr Micrsft Dynamics, select the map t change the Check fr data mdified after date fr. 2. In the Status area, click the Edit link that is next t the Check fr data mdified after date and time. The Check fr data mdified after date and time windw pens. 3. Use the calendar cntrl t enter r select a date. Use the lists t change the time. 4. Click OK t exit the windw and save yur changes, r click Cancel t exit the windw withut saving yur changes. 5. Start the Cnnectr fr Micrsft Dynamics service again. 31

32 Edit field assciatins in maps If yu create a map frm scratch, r if yu create a map frm a template but want t mdify the map, yu can use the client t edit field assciatins within the map. When a map is selected, the map page is displayed in the right pane. The Map page cntains a Status area, where yu can view status infrmatin fr the map, a Filter area, where yu can filter the data that is integrated, and a Mapping area, where yu can edit the field assciatins created fr the destinatin entity. 1. In Cnnectr fr Micrsft Dynamics, in the navigatin pane, select the integratin t mdify map settings fr. Click a map t mdify settings fr that map. 2. In the Mapping pane, click the destinatin field t map. 3. In the Mapping clumn, yu can mdify an existing map field, remve an existing map field, r add a new map field. T mdify an existing mapping, click the Edit icn ( ), which appears when yu click in the text bx. T remve an existing map field, click in the Mapping text bx where the map field is displayed. Click the Delete icn ( ) t clear the text bx. T add a new mapping, click in a Mapping text bx where Click here t map is displayed. Then, click the Map icn, which appears when yu click in the text bx. Nte: When a field r functin that is nt valid is entered in a map field, a validatin errr will appear t the right side f thse fields. Required mapping fields are displayed in bld fnt. 4. In the Destinatin Field Mapping windw, select hw t map the field. Yu can map t a surce field, use a cnstant r use a functin. If yu are changing the mapping f a destinatin field, use the Back buttn t select anther mapping ptin. T map using D this: Map t a surce field 1. The surce fields available fr the destinatin yu are mapping are listed. Select the field t map t. 2. Click Add. Use a cnstant 1. Enter a cnstant. The windw displays examples f the syntax t use. 2. Click Add. Use a functin 1. Select a functin categry. Limit the functins displayed by selecting a categry ther than <Any>. 2. Select the functin t map, and click Next. 3. Supply the functin argument fr the functin. Click the Lkup icn t select an existing functin. 4. Click Add. 5. Fr mre infrmatin abut the built in mapping functins in Cnnectr fr Micrsft Dynamics, click the Help buttn at the bttm f the functin selectin windw. 5. Cntinue with the abve prcedures fr all the destinatins t map. 6. Click Save n the tp cmmand bar. 32

33 Tips fr editing maps: The map templates that are shipped with the prduct prvide mappings fr United States telephne number frmat. If yu use a different telephne number frmat, yu must mdify yur maps where telephne numbers are integrated t supprt yur telephne number frmat. If yu change yur reginal settings using Windws Reginal and Language Optins, make sure t apply the change t the user yur Cnnectr fr Micrsft Dynamics Service is running as. Fr mre infrmatin abut reginal ptins in Windws Server 2008, see Apply reginal and language settings t reserved accunts n the Windws site ( SG/windws7/Apply-reginal-and-language-settings-t-reserved-accunts). If yu are integrating with Micrsft Dynamics AX and Micrsft Dynamics NAV, and yu map t r frm a custm entity reference in Micrsft Dynamics CRM, yu must map the entityid field. This cnnects the Micrsft Dynamics CRM entity t the crrespnding entity in the ERP surce system. Yu must als create a map fr the referenced entity t integrate instances f the referenced entity frm the surce system int Micrsft Dynamics CRM. The Dynamics Integratin Key attribute n a Micrsft Dynamics CRM entity is used t crrelate an ERP surce entity key with the integrated Micrsft Dynamics CRM entity. This field must be mapped t an attribute n an ERP surce entity that can serve as a lgical key t identify an instance f the ERP surce entity in the ERP surce system. 33

34 Filter map data When yu map data frm the ERP database int Micrsft Dynamics CRM, yu can integrate all recrds fr entities in the map, r yu can filter the integratin t nly use recrds that meet specific criteria. Filter settings are defined individually fr each map. By default, each map integrates all recrds fr all entities included in the map. 1. Open Cnnectr fr Micrsft Dynamics. In the navigatin pane, select the map t filter recrds fr. 2. On the Map page, expand the Filter area. 3. Click Add new cnditin. 4. In the Surce field, select an attribute t srt recrds by. Nte: Only base level surce types are available fr the filter. 5. Select an peratr functin in the Cmparatr field. 6. In the Value field, select r enter a value. 7. T add anther cnditin statement, click Add new cnditin, and then select And r Or t further cnstrain the cnditin queries. 8. Repeat steps 5 thrugh 7 fr the new cnditin. 9. Click Save t save all f the filter cnditins. The next time the map is run, it will use the cnditins t filter the recrds that are integrated. 34

35 Save a map t file 1. Open Cnnectr fr Micrsft Dynamics. In the navigatin pane, g t the integratin t wrk with. 2. G t the mdified map t save t the file. Right-click the map and select Save Map t File. 3. G t r brwse t the file directry r flder where yu want t save the file. Nte: D nt save mdified maps in the same flder as the templates. T save mdified maps t the Prgram Files directry, create a unique flder fr the mdified maps in the %PrgramFiles%\Micrsft Dynamics\Micrsft Dynamics Adapter\Templates\Maps directry (r t yur %PrgramFilesx86%\Micrsft Dynamics\Micrsft Dynamics Adapter\Templates\Maps directry if yu are running n a 64-bit machine). 4. Prvide a unique file name fr yur map. Make sure that yu use the.map file extensin. 5. Click Save. Cnnectr fr Micrsft Dynamics nw includes yur mdified map. Nte: Filters are nt saved when yu save a map t a file. T cpy filter settings frm the riginal map, yu must mdify these settings manually. 35

36 Set up ntificatins Yu can set up ntificatins s that, when an exceptin ccurs, a ntificatin is sent t yu r a user that yu specify. Yu als can specify hw ften exceptin ntices are sent. Ntificatins can be set up fr the types f exceptins listed belw: System-level exceptin An exceptin that might ccur when yu have insufficient rights t cmplete a task that yu attempt. Example: User is nt authrized t perfrm the request peratins in AX web services. Business lgic exceptin An exceptin that might ccur when the business lgic within a Micrsft Dynamics applicatin prevents Cnnectr fr Micrsft Dynamics frm cmpleting a task. Example: The Custmer cannt be set t Inactive, because Custmer Bb Kelly has psted r unpsted transactins. Unrecgnized exceptin An exceptin that Cnnectr fr Micrsft Dynamics fr the Micrsft Dynamics ERP des nt recgnize. The addresses that exceptin ntificatins are sent t must be SMTP cmpliant. Validatin is nt perfrmed n the addresses that are entered. Be sure t enter addresses that are SMTP cmpliant, therwise ntificatins will nt be sent. Nte: All addresses are authenticated. Annymus send fr ntificatins is nt supprted. User names and passwrds fr nn-dmain accunts are nt supprted. Cmplete the fllwing prcedure fr each type f exceptin. Setting up ntificatins 1. Open Cnnectr fr Micrsft Dynamics. In the navigatin pane, click Settings. 2. On the Settings page, expand the Exceptin Ntificatins area. 3. Select ne f the fllwing ptins: Dn t send D nt send ntificatins fr this exceptin type. If yu select this ptin, the ther ptins in this prcedure are nt available. Send immediately Send a ntificatin when each exceptin ccurs. Send a daily summary Send ne a day that lists each exceptin that ccurred during the day. Send a weekly summary Send ne a week that lists each exceptin that ccurred during the week. Nte: Ntificatin s are sent using the timezne that is specified in the Cnnectr client. 4. In the SMTP Server field, enter the SMTP server name r IP address f the hst that is used t send the ntificatin s. 5. In the Prt field, enter the prt number n the SMTP server that is used fr SMTP transactins. 6. In the Frm field, enter the address t send ntificatins frm. 7. In the T field, enter the addresses t send ntificatins t. Separate multiple addresses with a cmma. Nte: Security grups are supprted in Cnnectr fr Micrsft Dynamics. If yu use a security grup, the grup must have the db_datareader and db_datawriter security permissins n the MSDI database. Users that are assigned t the security grup inherit these permissins. 36

37 Maintenance The fllwing sectins explain hw t maintain yur integratins. Review the lg file The lg displays a list f events that ccur during the integratin prcess. Smetimes these events are exceptins that yu may need t reslve. By default, the events are srted in the rder that they are received, but can be srted further by selecting ne r mre f the headings at the tp f the Lg page and dragging the heading int the space abve the headings. Yu can als change the srt rder by clicking n any f the clumn headings. T filter the infrmatin t display, click the right side f any clumn heading, and then click a check bx t select the value. Duble-click any message t view message prperties and any mediatin steps available, r t reset the retry cunt fr the recrd. The three types f event severity are: Errr An event that describes a significant prblem, such as the failure f a critical task. Errr events may invlve lss f data r lss f functinality. An errr event is always either a Retrying r Nt Retrying event. Warn An event that is nt necessarily significant, but may indicate the pssible ccurrence f a future prblem. A warning is always either a Retrying r Nt Retrying event. Inf An event that that prvides infrmatin. The three types f lg message Status are: Attempting t integrate - This recrd is in a retry state and will cntinue t retry integratin until it either integrates successfully r the maximum number f retries (7) is reached. If the maximum number f retries is reached and the recrd des nt successfully integrate, the status will change t Failed t integrate. Yu can duble-click the message t view the message details where yu can stp retrying, r reset retries. Integrated after initial errr This recrd was riginally in a retry state and was able t successfully integrate n ne f the successive retry attempts. Failed t integrate This recrd was unable t successfully integrate. Navigating t the lg file Frm a ntificatin In the ntificatin , click the name f a map. The lg page fr the map is displayed in a web brwser. T set up ntificatin s, see Set up ntificatins. Frm any page in the client In the left pane, click Lg. The Lg page is displayed and lists all events fr all maps in the integratin. Frm a map page in the client Click the View lg fr this map link. The Lg page is displayed and lists nly the events fr the map that yu were viewing. Tip: If the Secure Sckets Layer (SSL) is nt prperly set up, the fllwing web services exceptin ccurs. This will be caught by the Service and lgged: The underlying cnnectin was clsed: Culd nt establish trust relatinship fr the SSL/TLS secure channel. View the lg file in a web brwser In the mst recent versin f Cnnectr fr Micrsft Dynamics, yu can view the lg file in a web brwser. Open the ntificatin and click n the name f a map t view the lg fr that map. Yu can search entries by date, descriptin, severity, and the Dynamics Integratin Key f the entity. Nte: T view the lg in a web brwser, yu must have the db_datareader and db_datawriter security permissins in the MSDI database, r be assigned t the security grup that has thse permissins. Fr mre infrmatin, see Set up ntificatins. 37

38 Turning n the lgging diagnstic tl Yu can turn n additinal lgging in Cnnectr fr Micrsft Dynamics by setting the Trace ptin in ne r mre f Cnnectr fr Micrsft Dynamics cnfiguratin files. The cnfiguratin trace ptin can be used as a diagnstic tl t btain mre integratin activity details. T activate Trace, pen the individual cnfiguratin files and set the apprpriate trace value. Security nte: Any user wh has access t the cmputer running the integratin prcess will als have access t the lg files. T prtect the lg files, yu must make sure that nly users whm yu trust have access t the cmputer that runs the integratin prcess. All cnfiguratin files are stred under %PrgramFiles%\Micrsft Dynamics\Micrsft Dynamics Adapter (r under the %PrgramFilesx86%\Micrsft Dynamics\Micrsft Dynamics Adapter directry if yu are running n a 64-bit machine). Tracing can be activated n the fllwing cnfiguratin files: Micrsft.Dynamics.Integratin.Client.exe.cnfig Micrsft.Dynamics.Integratin.Client.ServiceCntrller.exe.cnfig CnnectrServiceHst.exe.cnfig T activate lgging, clse the Cnnectr fr Micrsft Dynamics client. Then, mdify the value f the Micrsft.Dynamics.Integratin.TraceLg switch. Belw is a cde sample frm ne f the cnfig files with the pertinent infrmatin. <system.diagnstics> <switches> <!-- 0-ff, 1-errr, 2-warn, 3-inf, 4-verbse --> <add name="micrsft.dynamics.integratin.tracelg" value="0"/> </switches> </system.diagnstics> After tracing r lgging is turned n, *.lg files, which cntain diagnstic and debugging infrmatin, will be generated. In Windws Server 2008 and Windws Server 2012, these lg files are stred in the fllwing lcatin: %ALLUSERSPROFILE%\Micrsft Dynamics\Micrsft Dynamics Adapter\Lgs Example: C:\PrgramData\Micrsft Dynamics\Micrsft Dynamics Adapter\Lgs The name f the lg file is based upn which prcess has tracing r lgging activated. If lgging is enabled fr the client, then yu will find a Micrsft.Dynamics.Integratin.Client.lg file under ne f the abve directries. If lgging is enabled fr the service, then yu will find a Micrsft.Dynamics.Integratin.Service.lg file under ne f the abve directries. Lgging is turned ff (a value f zer) when Cnnectr fr Micrsft Dynamics is installed. Nte: After yu are dne using Trace, turn ff the ptin r the lg file will get very large. 38

39 Delete integratins and maps Files related t deleted integratins and maps are stred in the fllwing flder: %TEMP%\DeletedIntegratins Deleted integratins and maps are saved with a randmly generated, unique name, fllwed by an.intx extensin fr deleted integratins and a.mapx extensin fr deleted maps. This is dne t ensure that lder deleted versins are nt verwritten. The file is stamped with the current time s that yu can srt by the mdified date t lcate a specific deleted integratin r map. The lcatin f the TEMP file is specified in the Envirnment Variables windw n yur system. Click Start > Cntrl Panel > System > Advanced system settings. On the Advanced tab, click the Envirnment Variables buttn. Delete all integratins 1. In the left pane f the applicatin windw, right-click n the Micrsft Dynamics <ERP>/Micrsft Dynamics CRM nde and select Delete. 2. Click Yes t delete the integratins and all f the maps within the integratins. Delete ne integratin 1. In the left pane f the applicatin windw, right-click n the integratin nde and select Delete. 2. Click Yes t delete the integratin and all f the maps within the integratin. Delete a map 1. In the left pane f the applicatin windw, right-click n the map t delete and select Delete. 2. Click Yes t delete the map. 39

40 Additinal infrmatin Fr mre infrmatin abut using Cnnectr fr Micrsft Dynamics ERP, and fr trubleshting tips and custmizatin techniques, see the Cnnectr Integrating Dynamics ERP with Dynamics CRM blg n MSDN ( Fr infrmatin abut integrating with Micrsft Dynamics ERP systems, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 40